Sowell Financial Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sowell Financial Services’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-6,204	Closed	-$477K	–	1641
2021 Q1	$477K	Buy	6,204 +1,106	+22%	+$80.5K	0.02%	652
2020 Q4	$359K	Buy	5,098 +4,806	+1,646%	+$319K	0.02%	629
2020 Q3	$18K	Buy	+292	New	+$17.6K	﹤0.01%	1606
2020 Q1	–	Sell	-184	Closed	-$10K	–	2560
2019 Q4	$10K	Buy	+184	New	+$10.2K	﹤0.01%	1686

Other funds holding IYC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sowell Financial Services's IYC Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2021, closing a stake of 6,204 shares — an estimated $477K sold.

Sowell Financial Services first reported a position in IYC in Q4 2019 and held it in 4 quarters. The position peaked at $477K in Q1 2021. 210 funds tracked by Wall St. Rank hold IYC as of Q2 2021.

Sowell Financial Services reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 6,204 iShares US Consumer Discretionary ETF shares in Q2 2021, an estimated $477K.
Sowell Financial Services first reported a position in iShares US Consumer Discretionary ETF in Q4 2019 and held it in 4 quarters.
Sowell Financial Services's iShares US Consumer Discretionary ETF position peaked at $477K in Q1 2021.
210 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.